Key skills
Communication
About this role
Role Overview
- Act as Agency support on performing financing transactions (e.g. loan agency, security agency, facility agency)
- Support monitoring and management activities for private debt and UTP credit funds throughout their entire lifecycle
- Assist in organizing operational activities related to data remediation and data quality for the credit portfolio
- Oversee and review activities performed by Analysts and Senior Analysts
- Monitor the progress of the project and update the senior team
- Prepare and organize documentation for periodic client update meetings
- Manage day-to-day operational aspects of live transactions
- Support and oversee the onboarding of new mandates, including the review of transaction documentation and calculations within the management system
- Monitor contractual obligations, key dates and milestones
- Coordinate with lenders, borrowers, legal advisors and other transaction parties
- Support and check drawdowns, repayments, calculations, amendments and waivers
- Maintain and update transaction records, reporting and data repositories
- Assist in portfolio monitoring and periodic reporting activities
- Support senior team members on restructuring and special situations, including: amendments and restructurings of existing facilities distressed or underperforming credits interaction with multiple creditor groups
- Contribute to process improvement and standardisation initiatives
Requirements
- University degree in Economics, Finance, Law or related fields
- 2–4 years of experience in financial services, banking, loan agency, restructuring, transaction services or advisory
- Solid understanding of loan documentation and financing structures
- Strong organisational skills and attention to detail
- Ability to manage multiple transactions and priorities simultaneously
- Proactive, hands-on and solution-oriented mindset
- Strong communication skills and ability to interact with senior stakeholders
- Fluent in Italian and in English (written and spoken)
- Advanced Excel skills; familiarity with internal systems and reporting tools is a plus
Benefits
- Flexible working arrangements
- Professional development opportunities